A Word From The Author

Discover the financial keys to retire successfully with 3 free chapters of the second edition of

Prosperous Revelations.

Investments, taxes, retirement, and legacy planning should be managed while in the confidence of professionals. While there are countless books written on each of these topics, none hit specifically on how they can all be managed simultaneously, in a cohesive way, to help you maximize the potential benefits of each. There are synergies to gain from addressing these topics in concert, as we do in our advisory practice.

We could never understand why you’d have to go to so many different places to get your financial affairs in order when they’re all SO interconnected. That’s why we combined all of the things you need in one place, with one committed team, working year-round, for you.

What You Will Learn From This Book

Get The First Three Chapters Today!

Prosperous Revelations Financial Keys to Retire

Thanks for checking out our brand new book! We put a lot of time and effort into writing it and are sure you’ll love it. Download the first three chapters right now when you sign up for a complimentary financial review. You’ll receive a full digital version and paperback copy when you visit one of our offices as our gift to you.

Here is a sneak excerpt from Prosperous Revolutions, Part Three: You Can’t Spend Dirt

“As I mentioned previously, cash flow is of paramount importance in retirement. Eventually, real estate or partnerships must be turned into something more liquid to live on. But here is another potential problem in retirement most people haven’t considered: What if you live too long and are too healthy? No, that was not a typo. Living too long can mean outliving your money especially given the effects of inflation. If you retire at 62 years old and live to be 97, do you really have enough assets saved to live on for 35 years?”

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